Diversified Human Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$200/hr

“DHS charges $150 per hour for modular financial planning and for annual retainer consulting, and $200 per hour for general consulting and for estate settlement work beyond the included hours, as shown in the table below.”

Flat or project fee

$1,000⁠-⁠$5,000

“Fixed fees range between $1,000 and $5,000 depending on the complexity of your financial situation and are assessed where you engage DHS for broad-based financial planning or consulting.”

Annual fee

$600/yr

“Annual Retainer Consulting $600 minimum per year ($150 DHS is available throughout the year to help resolve financial, per hour, four hour minimum) tax or estate planning questions and coordinates an annual strategy meeting with your attorney, tax adviser or accountant.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Diversified Human Solutions bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The rates are set in the Investment Management Agreement and are not negotiable.”
• “The fee rates are established in advance in the Investment Management Agreement and the Plan’s ERISA Section 408(b)(2) disclosure.”
• “Fees are prorated to the date of termination and any fee collected in advance for a period after termination is refunded.”

How Diversified Human Solutions’ fees compare

• Its hourly rate of $150-$200 is below the Pennsylvania median of $250. 13% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Pennsylvania median of $3,650. 43% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 4 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.
• Its annual fee of $600 is below the Pennsylvania median of $6,000. 3% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• None of the 5 other planners in Philadelphia that publish an annual fee charge less.

About Diversified Human Solutions

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Works with

Pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$3,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167854

Website

diversifiedhumansolutions.com (opens in new tab)

Phone

(267) 948-7290

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Elm WealthPhiladelphia$5,000
• Financial Compass LLCPhiladelphia$500/hr, $500

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